Part Time IFA Admin

Part-Time Administrator – IFA Firm (Near Banbury)

Position: Administrator
Location: Near Banbury
Days: Tuesday, Wednesday, Thursday
Hours: 9:00 AM – 5:00 PM
Salary: £27000 up to £28,500 pro-rata

About the Role
We are seeking an experienced IFA Administrator to join a professional Independent Financial Advisor firm on a part-time basis. This role requires a detail-oriented individual with a strong understanding of IFA operations.

Key Responsibilities

• Liaising with clients to gather personal and policy information and updating records.
• Scheduling and managing client meetings, preparing required documentation, and handling follow-up tasks.
• Communicating with providers to obtain quotations, illustrations, and transfer values.
• Overseeing compliance processes, including AML checks and maintaining regulatory standards.
• Managing client records via CRM, ensuring accuracy and updates are maintained.
• Assisting with pension transfers, annuity arrangements, and drawdown setups.
• Administrative tasks such as processing Adviser Charges, organising invoices, and maintaining office supplies.

Required Skills and Experience

• Proven experience within an IFA environment is mandatory.
• Strong organisational and administrative skills.
• Proficient in using CRMs and financial systems relevant to the IFA sector.
• This is an office based role

How to Apply
If you meet the required experience and are interested in this role, apply now with your CV.